Sentences with phrase «state bonds in a portfolio»

However, there is no guarantee, and the percentage of single - state bonds in a portfolio may vary below 100 %.

Not exact matches

His legal background proved invaluable in 1991, when the state of California and its insurance commissioner John Garamendi seized Raleigh's then - financial partner Executive Life Insurance Company after the value of the insurer's multibillion - dollar portfolio collapsed — a fate tied to its massive investments in the junk bond market of the go - go 1980s.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

As older bonds mature, newer bonds are purchased and the portfolio manager of the fund generally tries to keep the average maturity in the range that is stated in the fund's objective.

And when it comes to bonds, there is only one bond that offers the quality you want in your portfolio: United States Treasuries.

Active Equity Fund Managers Stuck in the Rough, While Active Bond Managers Tend to Stay on the Fairway Since the launch of the State Street Global Advisors S&P 500 exchange - traded fund (SPY) in 1993, passive, index - replication portfolio construction has been widely adopted and represents the common investing experience of John and Jane Q. Public.

In 2014, the New York State pension fund, which has about $ 178.6 billion in assets, needed someone to run a $ 50 billion bond portfolio, and turned to Korn Ferry to help it fill the positioIn 2014, the New York State pension fund, which has about $ 178.6 billion in assets, needed someone to run a $ 50 billion bond portfolio, and turned to Korn Ferry to help it fill the positioin assets, needed someone to run a $ 50 billion bond portfolio, and turned to Korn Ferry to help it fill the position.

Thanks to lackluster global growth, and rock - bottom interest rates in the United States — and even negative rates in other parts of the world — investors face the choice of either accepting lower income or increasing risk in their bond portfolios in the search for yield.

A fund is simply a pool of money invested in a portfolio of stocks, bonds, money market instruments and / or other assets, managed by one or more professionals who follow a stated investment objective.

Another note about your bond portfolio - for municipal bonds you want to invest in one that is tax - free in your state.

Prior to joining Wellington Management in 2003, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage - backed securities, non-dollar bonds, and investment grade credit (1996 — 2003).

As time goes by and bonds get closer to their maturity dates, the portfolio manager will replace some of the shorter - term bonds with longer - term ones in order to keep the average within the stated range.

Muni national long portfolios invest in bonds issued by various state and local governments to fund public projects.

These doubts caused the State of New York to threaten to break up some or all of these insurers, separating the low risk municipal bond insurance portfolios from other commitments in order to protect market access for thousands of state and local borroState of New York to threaten to break up some or all of these insurers, separating the low risk municipal bond insurance portfolios from other commitments in order to protect market access for thousands of state and local borrostate and local borrowers.

Muni single - state long portfolios invest in bonds issued by state and local governments to fund public projects.

Muni national intermediate portfolios invest in bonds issued by various state and local governments to fund public projects.

The fund maintains 68.89 % of its portfolio in the United States and allocates the balance to dollar - denominated international bonds.

The market value - weighted average maturity of the bonds and loans in a portfolio, where maturity is defined as the stated final for bullet maturity bonds and loans.

Because of this, good financial planning states that it's a good idea to have a mix of stocks and bonds in a portfolio.

Her 60 - 40 portfolio would consist of 30 percent in her firmâ $ ™ s Total Stock Market fund, with 3,600 United States stocks in it; 30 percent in its FTSE All - World ex-US fund, with 2,000 international stocks; and 40 percent in its Total Bond Market fund.

A video using the Regime Portfolios Backtest to check - in on using high - yield bonds as information into the state of the market.

Through its ownership of the two bond funds, the Portfolio also indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

Filed Under: Investing, Personal Finance Tagged With: asset management, finance, Municipal Bonds, Personal Finance, personal finances, portfolio management, taxation in the united states, Wealth Management

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 yBond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 yBond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 ybond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

But despite fiscal problems in some cities and states, tax - advantaged muni bonds are a key portfolio component for many high - income investors with a relatively low risk tolerance, as well as retirees who depend on the stable income.

We have no equities in our non-retirement portfolio, just CDs and treasuries, except about half of each of my teen's college fund is in the state 529 (Vanguard life strategies) and is conservatively invested, the other half is in I - bonds.